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The 40-1 ratio is huge! The new version of the US House of Representatives “Biosafety Act” was passed in a hearing. The industry suggests paying attention to the subsequent run-in between the two house versions of the bill
① At the US House of Representatives hearing, the new version of the “Biosafety Act” was passed with a 40-1 vote; ② Compared with the previous version, the new bill made adjustments in the exemption period for existing contracts/products; at the same time, the companies involved clearly added pharmacological agents; ③ industry experts believe that rapid decoupling is not in the interests of the US industry; next, we need to focus on the run-in between the two houses of law.
Passed! Pharmacovigilance waited for an 8-year buffer period, and the company quickly responded
The new version of the US Biosafety Act (H.R. 8333) (hereinafter referred to as the “Act”) has ushered in the latest developments.
The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
The 8th China-Russia Expo is being held today, and there is great potential for growth in trade between China and Russia
① A relevant Ministry of Commerce official said that the 8th China-Russia Expo will be held from May 16 to 21 in Harbin, Heilongjiang Province. Up to now, more than 1,400 enterprises from 44 countries and regions and 21 domestic provinces, regions and cities have signed up to participate in the exhibition. ② In the first quarter of this year, bilateral trade volume between China and Russia reached 56.68 billion US dollars, an increase of 5.2% over the previous year, and continued to maintain a good development trend.
MSCI China Index Quarterly Adjustment Announced! Added 10 new constituent stocks including Hisense Home Appliances (00921)
On May 15, MSCI, an international index compiling company, announced its quarterly index adjustment results for May 2024. The adjustment results will take effect after closing on May 31, 2024.
Also, I saw that the finance company “sold” Guangfa Bank shares. Minmetals Finance was directly discounted by 10% when listed for the second time, and Sinopec Finance still hasn't found a buyer
① Minmetals Finance's 604.113.15 million Guangfa Bank shares were re-listed and transferred. The reserve price was reduced to 564 million yuan, a 10% discount from the previous one. ② Sinopec Finance's public listing transfer of 367.21.52 million Guangfa Bank shares expired today, and no buyers have been found. ③ Regulations have forced finance companies to “sell off” financial institution shares, and central state-owned enterprises are all speeding up the sell-off of financial equity by removing non-main investments.
Hanchuan Intelligence: The Q1 automotive equipment business contributed a lot to revenue this year, and there may be an increase in commercial vehicle power exchange and other fields | Direct performance
① Cai Changwei, chairman and general manager of Hanchuan Intelligence, said that the company mainly contributed a lot of revenue in the first quarter; ② Hanchuan Smart's comprehensive gross margin for the first quarter was 28.22%, up 1.04% from the previous period, and the overall gross margin is expected to remain stable this year; ③ Hanchuan Smart expects the company to increase to a certain extent in the field of electricity exchange or double charging for commercial vehicles this year, and passenger cars may maintain the status quo.
Passenger Federation: The pickup truck market sold 44,000 vehicles in April and is at a medium to high level in the past 5 years
On May 14, the Passenger Transport Federation revealed that the pickup truck market sold 44,000 vehicles in April 2024, up 4.4% year on year and down 13.1% month on month.
Zhiji L6 “loses money and dies” Xiaomi SU7 automotive industry ushered in an era of “price and technology” dual internal issues
① “Currently, Zhiji L6 is also losing money.” Liu Tao said that at this stage, SAIC Motor's supply chain system has given Zhi Ji a lot of support. Zhi Ji has an advantage over profitability at the same scale, but later sales performance is also very important. ② “Standard for all series!” While repeating these four words many times, Liu Tao shouted the slogan “Hot Money Press Conference” in a very high-profile manner.
The situation in the Red Sea is driving up freight rates, and the stock price of oil transportation stocks has also gone up high and high, but Yuanhai Energy's management is now “reducing its holdings at a high level”?
① COSCO Haineng's stock price reached a new high during the year. Tonight it was announced that Zhu Maijin and three other directors and executives plan to concentrate on bidding to reduce their holdings; ② Currently, due to the situation in the Red Sea, oil freight rates are at a high level. As of May 10, VLCC TD3C TCE reached 5,1005 US dollars/day.
Price increases combined with negotiations broke down, and European shipping continued to reach record highs! Hong Kong A shipping stocks have surged one after another
Various futures contracts soared.
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Northbound Capital Purchase Report: Sany Heavy Industries received a net purchase of 212 million yuan
On May 9, Northbound Capital made a net purchase of 8,014 billion yuan throughout the day. Among them, Sany Heavy Industries received a net purchase of 212 million yuan, and Midea Group bucked the trend and received a net sale of 290 million yuan.
Also, shareholders of trust companies are looking for buyers. The second shareholder of Beijing Trust plans to make a “clearance” listing and transfer. Last year, they now lost their first loss in nearly ten years
① Recently, information on the “Beijing Trust Trust Equity Transfer (accounting for 15.32% of total share capital)” project was listed on the Beijing Equity Exchange listing promotion section. The transfer unit was Aerospace Science and Technology Finance Co., Ltd., which is the second largest shareholder of Beijing Trust. ② Since this year, in addition to Beijing Trust, at least trust companies such as Dongguan Trust, CNOOC Trust, and Zhongcheng Trust have reported share transfers during the year.
An indicative announcement on the main production data of Ningbo Zhoushan Port Co., Ltd. for April 2024
Nearly 20 companies issued announcements in unison, and a wave of holdings reduction was concentrated! Leading semiconductor stocks are on the list
① Seven companies, including Jinhui Liquor, Fengyuan Co., Ltd., Babycare, United Water, Guizhou Gas, Zhuojin Co., Ltd., and Zhongman Petroleum, plan to reduce their holdings by no more than 3%. ② Star Semiconductor, the leading semiconductor stock, plans to reduce its holdings by the highest market value.
Demand for computing power is exploding under the AI wave, and these chips are expected to usher in a golden period of development
① China Mobile officially unveiled the Dayunbanshi DPU at its 2024 Computing Power Network Conference. The chip has a bandwidth of 400 Gbps, doubling the maximum transmission rate of domestic DPU chips. ② Minsheng Securities pointed out that under major trends in the development of AI technology such as ChatGPT, demand for computing power is prominent, and DPU is expected to usher in a golden period of development.
Emerging industry sector's contribution increased XCMG Machinery's net profit last year increased by more than 20% year-on-year | Financial Report Interpretation
① In 2023, the company's revenue decreased by 1.03% year on year; net profit to mother increased by 23.51% year on year. ② Emerging sectors such as aerial work machinery and mining machinery contributed more than 20%. ③ According to the company's business plan, the company's revenue is expected to increase by more than 5% in 2024.
Real estate stocks are collectively “agitated”! Shimao Group surged more than 60%. Can we expect the market on the right?
It is expected to transition to the market on the right
International revenue accounts for over 60%. 31st Heavy Industries increased gross margin last year and net profit increased slightly | Financial Report Interpretation
① In 2023, the company's revenue decreased by 8.44% year on year; net profit increased by 5.53% year on year. ② Domestic revenue decreased by 31.97% year on year; international revenue increased by 18.28% year on year, accounting for more than 60%. ③ The company expects revenue growth of more than 10% in 2024.